from __future__ import annotations import copy import io import math import random import time from dataclasses import dataclass from io import BytesIO from typing import Any, Callable, Dict, Iterable, List, Optional, Tuple import folium import nbformat import numpy as np import pandas as pd DEFAULT_SCENARIOS = [ ("BASE", "Base scenario", "BASE"), ("EAS_1", "Job starts earlier or later than planned", "Execution-Aware Scheduling"), ("EAS_2", "Job finishes earlier or later", "Execution-Aware Scheduling"), ("EAS_3", "Technician skips scheduled job order", "Execution-Aware Scheduling"), ("EAS_4", "Automatically re-optimize downstream activities", "Execution-Aware Scheduling"), ("RT_1", "New or urgent activity", "Real-Time Scheduling"), ("RT_2", "Cancellation", "Real-Time Scheduling"), ("RT_3", "Duration changes", "Real-Time Scheduling"), ("RT_4", "Technician availability or shift changes", "Real-Time Scheduling"), ("RT_5", "Location hours changes", "Real-Time Scheduling"), ("RT_6", "Technician calls in sick", "Real-Time Scheduling"), ("RT_7", "All EAS scenarios included in real-time flow", "Real-Time Scheduling"), ("GB_1", "Minimize travel time", "Goal-Based Scheduling"), ("GB_2", "Prefer higher-rated technicians", "Goal-Based Scheduling"), ("GB_3", "Prefer specialized technicians", "Goal-Based Scheduling"), ("GB_4", "Maximize on-time completion / SLA adherence", "Goal-Based Scheduling"), ("GB_5", "Reduce overtime", "Goal-Based Scheduling"), ("GB_6", "Customer-defined soft-constraint weights", "Goal-Based Scheduling"), ] def load_inputs_from_uploads( orders_file, routes_file, accounts_file, depots_file, goal_profiles_file, ) -> Dict[str, pd.DataFrame]: orders = pd.read_csv(orders_file) routes = pd.read_csv(routes_file) accounts = pd.read_csv(accounts_file) depots = pd.read_csv(depots_file) goal_profiles = pd.read_csv(goal_profiles_file) orders["Priority"] = pd.to_numeric(orders.get("Priority"), errors="coerce").fillna(3).astype(int) orders["ServiceTime"] = pd.to_numeric(orders.get("ServiceTime"), errors="coerce").fillna(45).astype(float) orders["MaxViolationTime1"] = pd.to_numeric(orders.get("MaxViolationTime1"), errors="coerce").fillna(0.0) orders["TimeWindowStart1"] = pd.to_datetime(orders.get("TimeWindowStart1"), errors="coerce") orders["TimeWindowEnd1"] = pd.to_datetime(orders.get("TimeWindowEnd1"), errors="coerce") orders["SLAFlag"] = pd.to_numeric(orders.get("SLAFlag"), errors="coerce").fillna(0).astype(int) orders["Latitude"] = pd.to_numeric(orders.get("Latitude"), errors="coerce") orders["Longitude"] = pd.to_numeric(orders.get("Longitude"), errors="coerce") orders["OrderId"] = orders.get("Name", pd.Series(range(1, len(orders) + 1), index=orders.index)).astype(str) routes["EarliestStartTime"] = pd.to_datetime(routes.get("EarliestStartTime"), errors="coerce") routes["LatestStartTime"] = pd.to_datetime(routes.get("LatestStartTime"), errors="coerce") routes["TechnicianRating"] = pd.to_numeric(routes.get("TechnicianRating"), errors="coerce").fillna(4.0) routes["MaxOrderCount"] = pd.to_numeric(routes.get("MaxOrderCount"), errors="coerce").fillna(40).astype(int) routes["OvertimeStartTime"] = pd.to_numeric(routes.get("OvertimeStartTime"), errors="coerce").fillna(540.0) routes["MaxTotalTime"] = pd.to_numeric(routes.get("MaxTotalTime"), errors="coerce").fillna(720.0) routes["Name"] = routes["Name"].astype(str) depots["Latitude"] = pd.to_numeric(depots.get("Latitude"), errors="coerce") depots["Longitude"] = pd.to_numeric(depots.get("Longitude"), errors="coerce") depots["Name"] = depots["Name"].astype(str) goal_profiles = goal_profiles.fillna(0.0) if "GoalProfile" not in orders.columns: orders = orders.merge(accounts, on="AccountId", how="left") else: orders = orders.merge(accounts, on="AccountId", how="left", suffixes=("", "_acct")) orders["GoalProfile"] = orders["GoalProfile"].fillna(orders.get("GoalProfile_acct")) return { "orders": orders, "routes": routes, "accounts": accounts, "depots": depots, "goal_profiles": goal_profiles, } def extract_notebook_headings(uploaded_file) -> List[str]: nb = nbformat.read(io.BytesIO(uploaded_file.getvalue()), as_version=4) headings: List[str] = [] for cell in nb.cells: if cell.cell_type == "markdown": first = cell.source.strip().splitlines()[0] if cell.source.strip() else "" if first.startswith("##"): headings.append(first.lstrip("# ").strip()) return headings def haversine_km(lat1, lon1, lat2, lon2): lat1 = np.radians(lat1) lon1 = np.radians(lon1) lat2 = np.radians(lat2) lon2 = np.radians(lon2) dlat = lat2 - lat1 dlon = lon2 - lon1 a = np.sin(dlat / 2.0) ** 2 + np.cos(lat1) * np.cos(lat2) * np.sin(dlon / 2.0) ** 2 return 6371.0 * 2 * np.arcsin(np.sqrt(a)) def _skill_set(value: Any) -> set[str]: if pd.isna(value): return set() return {x.strip().lower() for x in str(value).split(",") if x.strip()} def goal_weights(goal_profiles_df: pd.DataFrame, profile_name: Optional[str], override: Optional[Dict[str, float]] = None) -> Dict[str, float]: defaults = { "travel": 1.0, "rating": 0.4, "sla": 0.6, "overtime": 0.5, "skill": 0.9, "priority": 0.4, } if profile_name and profile_name in set(goal_profiles_df["GoalProfile"].astype(str)): row = goal_profiles_df.loc[goal_profiles_df["GoalProfile"].astype(str) == str(profile_name)].iloc[0] defaults = { "travel": float(row.get("minimize_travel_time", defaults["travel"])), "rating": float(row.get("prefer_higher_rated_technicians", defaults["rating"])), "sla": float(row.get("maximize_sla_adherence", defaults["sla"])), "overtime": float(row.get("reduce_overtime", defaults["overtime"])), "skill": max(float(row.get("prefer_higher_rated_technicians", 0.5)), 0.5), "priority": 0.4, } if override: defaults.update(override) return defaults def build_impacted_subset( orders: pd.DataFrame, routes: pd.DataFrame, depots: pd.DataFrame, max_orders: int, max_routes: int, depot_focus: Optional[str], random_seed: int, sample_by_priority: bool, ) -> tuple[pd.DataFrame, pd.DataFrame]: rng = random.Random(random_seed) route_pool = routes.copy() if depot_focus: focused = route_pool.loc[route_pool["StartDepotName"].astype(str) == str(depot_focus)].copy() if len(focused) >= min(5, max_routes): route_pool = focused else: top_depot = route_pool["StartDepotName"].astype(str).value_counts().index[0] route_pool = route_pool.loc[route_pool["StartDepotName"].astype(str) == top_depot].copy() if len(route_pool) > max_routes: route_pool = route_pool.sample(max_routes, random_state=random_seed) allowed_depots = set(route_pool["StartDepotName"].astype(str)) order_pool = orders.loc[orders["PreferredDepot"].astype(str).isin(allowed_depots)].copy() if order_pool.empty: order_pool = orders.copy() if sample_by_priority: order_pool = order_pool.sort_values( by=["SLAFlag", "Priority", "TimeWindowStart1"], ascending=[False, False, True], na_position="last", ) if len(order_pool) > max_orders: head_n = int(max_orders * 0.65) sampled = order_pool.head(head_n) remaining = order_pool.iloc[head_n:] if not remaining.empty and len(sampled) < max_orders: tail = remaining.sample(max_orders - len(sampled), random_state=random_seed) order_pool = pd.concat([sampled, tail], ignore_index=True) else: order_pool = sampled return order_pool.reset_index(drop=True), route_pool.reset_index(drop=True) class IntakeAgent: def __init__(self, inputs: Dict[str, pd.DataFrame]): self.inputs = inputs def summarize(self) -> Dict[str, Any]: return { "orders": len(self.inputs["orders"]), "routes": len(self.inputs["routes"]), "depots": len(self.inputs["depots"]), "accounts": len(self.inputs["accounts"]), } class PolicyAgent: def __init__(self, goal_profiles: pd.DataFrame, strict_skill_bias: bool = True): self.goal_profiles = goal_profiles self.strict_skill_bias = strict_skill_bias def weights_for_order(self, order_row: pd.Series, override: Optional[Dict[str, float]] = None) -> Dict[str, float]: gp = order_row.get("GoalProfile") weights = goal_weights(self.goal_profiles, gp, override=override) if self.strict_skill_bias: weights["skill"] = max(weights["skill"], 0.95) return weights class AssignmentAgent: def __init__(self, depots_df: pd.DataFrame, speed_kmph: float = 35.0, use_two_opt: bool = True): self.speed_kmph = speed_kmph self.use_two_opt = use_two_opt self.depot_lookup = depots_df.set_index("Name")[["Latitude", "Longitude"]].to_dict("index") def _score_route(self, order: pd.Series, route: pd.Series, weights: Dict[str, float], route_state: Dict[str, Any]) -> float: depot_name = str(route.get("StartDepotName")) depot = self.depot_lookup.get(depot_name, {}) d_km = float( haversine_km( order["Latitude"], order["Longitude"], depot.get("Latitude", order["Latitude"]), depot.get("Longitude", order["Longitude"]), ) ) rating_penalty = (5.5 - float(route.get("TechnicianRating", 4.0))) * 10.0 load_ratio = route_state["assigned_count"] / max(float(route.get("MaxOrderCount", 1)), 1.0) overtime_risk = max(0.0, route_state["current_minutes"] + float(order.get("ServiceTime", 45)) - float(route.get("OvertimeStartTime", 540))) tw_end = order.get("TimeWindowEnd1") tw_start = order.get("TimeWindowStart1") eta_pressure = 0.0 if pd.notna(tw_end) and pd.notna(route.get("EarliestStartTime")): travel_min = d_km / max(self.speed_kmph, 1.0) * 60.0 start_gap = (tw_end - route.get("EarliestStartTime")).total_seconds() / 60.0 eta_pressure = max(0.0, travel_min - max(start_gap, 0.0)) route_skills = _skill_set(route.get("SpecialtyNames")) order_skills = _skill_set(order.get("SpecialtyNames") or order.get("WorkType")) skill_mismatch = 0.0 if (not order_skills or route_skills.intersection(order_skills)) else 1.0 depot_mismatch = 0.0 if str(order.get("PreferredDepot")) == depot_name else 1.0 priority_reward = float(order.get("Priority", 3)) * float(weights.get("priority", 0.0)) score = ( weights["travel"] * d_km + weights["rating"] * rating_penalty + weights["sla"] * eta_pressure + weights["overtime"] * (overtime_risk / 60.0) + weights["skill"] * skill_mismatch * 90.0 + depot_mismatch * 4.0 + load_ratio * 18.0 - priority_reward ) return float(score) def _improve_route_two_opt(self, df: pd.DataFrame, depot_lat: float, depot_lon: float) -> pd.DataFrame: if not self.use_two_opt or len(df) < 5 or len(df) > 12: return df coords = [(depot_lat, depot_lon)] + list(zip(df["Latitude"], df["Longitude"])) + [(depot_lat, depot_lon)] best_order = list(range(len(df))) best_distance = self._path_distance(coords) improved = True attempts = 0 while improved and attempts < 2: improved = False attempts += 1 for i in range(1, len(best_order) - 1): for j in range(i + 1, len(best_order)): new_order = best_order[:] new_order[i:j] = reversed(new_order[i:j]) new_coords = [(depot_lat, depot_lon)] + [(df.iloc[k]["Latitude"], df.iloc[k]["Longitude"]) for k in new_order] + [(depot_lat, depot_lon)] new_distance = self._path_distance(new_coords) if new_distance + 1e-6 < best_distance: best_distance = new_distance best_order = new_order improved = True if improved: df = df.iloc[best_order].reset_index(drop=True) return df def _path_distance(self, coords: list[tuple[float, float]]) -> float: dist = 0.0 for (la1, lo1), (la2, lo2) in zip(coords[:-1], coords[1:]): dist += float(haversine_km(la1, lo1, la2, lo2)) return dist def assign_and_sequence( self, orders_df: pd.DataFrame, routes_df: pd.DataFrame, policy_agent: PolicyAgent, scenario_name: str, area: str, override_weights: Optional[Dict[str, float]] = None, ) -> Dict[str, pd.DataFrame]: routes_df = routes_df.copy().reset_index(drop=True) orders_df = orders_df.copy().reset_index(drop=True) route_states: Dict[str, Dict[str, Any]] = { r["Name"]: {"assigned_count": 0, "current_minutes": 0.0, "assigned_orders": []} for _, r in routes_df.iterrows() } assignment_records: List[Dict[str, Any]] = [] sort_orders = orders_df.sort_values( by=["SLAFlag", "Priority", "TimeWindowEnd1"], ascending=[False, False, True], na_position="last", ) for _, order in sort_orders.iterrows(): weights = policy_agent.weights_for_order(order, override=override_weights) candidates = routes_df.copy() if not pd.isna(order.get("PreferredDepot")): same_depot = candidates.loc[candidates["StartDepotName"].astype(str) == str(order.get("PreferredDepot"))] if not same_depot.empty: candidates = same_depot feasible = [] for _, route in candidates.iterrows(): state = route_states[route["Name"]] if state["assigned_count"] >= int(route.get("MaxOrderCount", 0)): continue score = self._score_route(order, route, weights, state) feasible.append((score, route["Name"])) if not feasible: assignment_records.append( { "Scenario": scenario_name, "Area": area, "OrderId": order["OrderId"], "RouteName": None, "Assigned": 0, "Reason": "No feasible route", } ) continue feasible.sort(key=lambda x: x[0]) best_route_name = feasible[0][1] route_states[best_route_name]["assigned_count"] += 1 route_states[best_route_name]["current_minutes"] += float(order.get("ServiceTime", 45)) route_states[best_route_name]["assigned_orders"].append(order["OrderId"]) assignment_records.append( { "Scenario": scenario_name, "Area": area, "OrderId": order["OrderId"], "AssignedRouteName": best_route_name, "Assigned": 1, "Reason": "Greedy weighted assignment", } ) assignment_df = pd.DataFrame(assignment_records) orders_enriched = orders_df.merge( assignment_df[["OrderId", "AssignedRouteName", "Assigned", "Reason"]], on="OrderId", how="left", ) orders_enriched["Assigned"] = orders_enriched["Assigned"].fillna(0).astype(int) orders_enriched["AssignedRouteName"] = orders_enriched["AssignedRouteName"].fillna("UNASSIGNED") orders_enriched["Scenario"] = scenario_name orders_enriched["Area"] = area route_rows: List[Dict[str, Any]] = [] stop_rows: List[Dict[str, Any]] = [] for _, route in routes_df.iterrows(): route_name = route["Name"] assigned_orders = orders_enriched.loc[orders_enriched["AssignedRouteName"] == route_name].copy() if assigned_orders.empty: continue depot_name = str(route.get("StartDepotName")) depot = self.depot_lookup.get(depot_name, {}) depot_lat = depot.get("Latitude", assigned_orders["Latitude"].mean()) depot_lon = depot.get("Longitude", assigned_orders["Longitude"].mean()) assigned_orders = assigned_orders.sort_values( by=["TimeWindowStart1", "Priority"], ascending=[True, False], na_position="last", ).reset_index(drop=True) # nearest-neighbor pass ordered_idx = [] remaining = assigned_orders.copy() current_lat, current_lon = depot_lat, depot_lon while not remaining.empty: dists = haversine_km( remaining["Latitude"].astype(float).to_numpy(), remaining["Longitude"].astype(float).to_numpy(), current_lat, current_lon, ) pick = int(np.argmin(dists)) row = remaining.iloc[pick] ordered_idx.append(int(row.name)) current_lat, current_lon = float(row["Latitude"]), float(row["Longitude"]) remaining = remaining.drop(index=row.name) assigned_orders = assigned_orders.loc[ordered_idx].reset_index(drop=True) assigned_orders = self._improve_route_two_opt(assigned_orders, depot_lat, depot_lon) current_time = route.get("EarliestStartTime") if pd.isna(current_time): current_time = pd.Timestamp("2026-04-06 07:00:00") current_lat, current_lon = depot_lat, depot_lon total_distance = 0.0 total_travel_minutes = 0.0 total_late = 0.0 total_service = 0.0 end_time = current_time for seq, (_, order) in enumerate(assigned_orders.iterrows(), start=1): d_km = float(haversine_km(current_lat, current_lon, order["Latitude"], order["Longitude"])) travel_min = d_km / max(self.speed_kmph, 1.0) * 60.0 arrival = current_time + pd.to_timedelta(travel_min, unit="m") tw_start = order.get("TimeWindowStart1") tw_end = order.get("TimeWindowEnd1") start_service = arrival if pd.notna(tw_start) and start_service < tw_start: start_service = tw_start lateness = 0.0 if pd.notna(tw_end) and start_service > tw_end: lateness = (start_service - tw_end).total_seconds() / 60.0 depart = start_service + pd.to_timedelta(float(order.get("ServiceTime", 45)), unit="m") total_distance += d_km total_travel_minutes += travel_min total_late += lateness total_service += float(order.get("ServiceTime", 45)) current_time = depart current_lat, current_lon = float(order["Latitude"]), float(order["Longitude"]) end_time = depart stop_rows.append( { "Scenario": scenario_name, "Area": area, "RouteName": route_name, "Sequence": seq, "OrderId": order["OrderId"], "OrderName": order.get("Name"), "Latitude": order["Latitude"], "Longitude": order["Longitude"], "ArrivalTime": arrival, "ServiceStart": start_service, "DepartTime": depart, "LateMinutes": lateness, "TravelMinutes": travel_min, "ServiceMinutes": float(order.get("ServiceTime", 45)), "Priority": order.get("Priority"), "GoalProfile": order.get("GoalProfile"), "SpecialtyNames": order.get("SpecialtyNames"), } ) return_d = float(haversine_km(current_lat, current_lon, depot_lat, depot_lon)) return_min = return_d / max(self.speed_kmph, 1.0) * 60.0 total_distance += return_d total_travel_minutes += return_min end_time = end_time + pd.to_timedelta(return_min, unit="m") shift_minutes = (end_time - route.get("EarliestStartTime")).total_seconds() / 60.0 if pd.notna(route.get("EarliestStartTime")) else total_travel_minutes + total_service overtime = max(0.0, shift_minutes - float(route.get("OvertimeStartTime", 540))) route_rows.append( { "Scenario": scenario_name, "Area": area, "RouteName": route_name, "StartDepotName": depot_name, "AssignedOrders": len(assigned_orders), "StartTime": route.get("EarliestStartTime"), "EndTime": end_time, "TotalDistanceKm": total_distance, "TotalTravelMinutes": total_travel_minutes, "TotalServiceMinutes": total_service, "LateMinutes": total_late, "OvertimeMinutes": overtime, "TechnicianRating": route.get("TechnicianRating"), "SpecialtyNames": route.get("SpecialtyNames"), } ) routes_out = pd.DataFrame(route_rows) stops_out = pd.DataFrame(stop_rows) assigned_orders = int(orders_enriched["Assigned"].sum()) unassigned = int((orders_enriched["Assigned"] == 0).sum()) routes_used = int(routes_out["RouteName"].nunique()) if not routes_out.empty else 0 total_distance = float(routes_out["TotalDistanceKm"].sum()) if not routes_out.empty else 0.0 total_late = float(routes_out["LateMinutes"].sum()) if not routes_out.empty else 0.0 total_overtime = float(routes_out["OvertimeMinutes"].sum()) if not routes_out.empty else 0.0 total_travel = float(routes_out["TotalTravelMinutes"].sum()) if not routes_out.empty else 0.0 summary = pd.DataFrame( [ { "Scenario": scenario_name, "Area": area, "AssignedOrders": assigned_orders, "UnassignedOrders": unassigned, "RoutesUsed": routes_used, "TotalDistanceKm": total_distance, "LateMinutes": total_late, "OvertimeMinutes": total_overtime, "TotalTravelMinutes": total_travel, } ] ) return { "scenario_summary": summary, "orders": orders_enriched, "routes": routes_out, "stops": stops_out, "assignments": assignment_df, } class ExplainAgent: def actions_for(self, scenario_key: str) -> List[str]: mapping = { "BASE": ["Build baseline on impacted subset selected from uploaded universe."], "EAS_1": ["Shift a high-impact order start window earlier/later.", "Re-run weighted assignment and resequencing."], "EAS_2": ["Change service duration of one active order.", "Re-sequence impacted route."], "EAS_3": ["Skip one scheduled job from a technician.", "Push skipped job back to reassignment pool."], "EAS_4": ["Combine execution change with downstream re-optimization."], "RT_1": ["Inject one urgent work order with tight window and high priority."], "RT_2": ["Cancel one assigned order and resequence remaining work."], "RT_3": ["Update service durations on selected work orders."], "RT_4": ["Delay a technician shift start or reduce availability."], "RT_5": ["Tighten location hours / time windows for impacted work."], "RT_6": ["Remove one technician as sick/unavailable and reassign load."], "RT_7": ["Combine all execution-aware events inside real-time flow."], "GB_1": ["Override weights to favor travel minimization."], "GB_2": ["Override weights to favor higher technician ratings."], "GB_3": ["Bias assignment more strongly toward specialty match."], "GB_4": ["Override weights to favor SLA adherence and time windows."], "GB_5": ["Override weights to reduce overtime risk."], "GB_6": ["Use customer/account goal profiles as-is from uploaded goal profile table."], } return mapping.get(scenario_key, ["Scenario action applied."]) class ScenarioAgent: def __init__(self, random_seed: int = 42): self.rng = random.Random(random_seed) def apply( self, scenario_key: str, orders: pd.DataFrame, routes: pd.DataFrame, ) -> tuple[pd.DataFrame, pd.DataFrame, Optional[Dict[str, float]]]: orders = orders.copy() routes = routes.copy() override_weights = None def pick_order(n=1): selectable = orders.sort_values(["Priority", "SLAFlag"], ascending=[False, False]) return selectable.head(n).index.tolist() def pick_route(n=1): return routes.sort_values("TechnicianRating", ascending=False).head(n).index.tolist() if scenario_key == "EAS_1": idx = pick_order(1) if idx: orders.loc[idx, "TimeWindowStart1"] = orders.loc[idx, "TimeWindowStart1"] + pd.to_timedelta(60, unit="m") orders.loc[idx, "TimeWindowEnd1"] = orders.loc[idx, "TimeWindowEnd1"] + pd.to_timedelta(60, unit="m") elif scenario_key == "EAS_2": idx = pick_order(1) if idx: orders.loc[idx, "ServiceTime"] = orders.loc[idx, "ServiceTime"] + 40 elif scenario_key == "EAS_3": idx = pick_order(1) if idx: orders.loc[idx, "PreferredDepot"] = routes["StartDepotName"].sample(1, random_state=7).iloc[0] orders.loc[idx, "Priority"] = np.maximum(orders.loc[idx, "Priority"] + 1, 5) elif scenario_key == "EAS_4": idx = pick_order(2) if idx: orders.loc[idx[:1], "ServiceTime"] = orders.loc[idx[:1], "ServiceTime"] + 30 orders.loc[idx[1:], "TimeWindowStart1"] = orders.loc[idx[1:], "TimeWindowStart1"] + pd.to_timedelta(45, unit="m") orders.loc[idx[1:], "TimeWindowEnd1"] = orders.loc[idx[1:], "TimeWindowEnd1"] + pd.to_timedelta(45, unit="m") elif scenario_key == "RT_1": anchor = orders.sample(1, random_state=9).iloc[0] new_order = anchor.copy() new_order["OrderId"] = f"{anchor['OrderId']}_URGENT" new_order["Name"] = f"{anchor['Name']}_URGENT" new_order["Priority"] = 5 new_order["ServiceTime"] = max(20.0, float(anchor["ServiceTime"]) * 0.8) new_order["TimeWindowStart1"] = pd.to_datetime(anchor["TimeWindowStart1"]) new_order["TimeWindowEnd1"] = pd.to_datetime(anchor["TimeWindowStart1"]) + pd.to_timedelta(120, unit="m") new_order["SLAFlag"] = 1 orders = pd.concat([orders, pd.DataFrame([new_order])], ignore_index=True) elif scenario_key == "RT_2": idx = pick_order(1) if idx: orders = orders.drop(index=idx).reset_index(drop=True) elif scenario_key == "RT_3": idx = pick_order(3) if idx: orders.loc[idx, "ServiceTime"] = orders.loc[idx, "ServiceTime"] * 1.35 elif scenario_key == "RT_4": idx = pick_route(1) if idx: routes.loc[idx, "EarliestStartTime"] = routes.loc[idx, "EarliestStartTime"] + pd.to_timedelta(90, unit="m") routes.loc[idx, "MaxOrderCount"] = np.maximum(routes.loc[idx, "MaxOrderCount"] - 6, 1) elif scenario_key == "RT_5": idx = pick_order(3) if idx: orders.loc[idx, "TimeWindowEnd1"] = orders.loc[idx, "TimeWindowStart1"] + pd.to_timedelta(90, unit="m") elif scenario_key == "RT_6": idx = pick_route(1) if idx: routes = routes.drop(index=idx).reset_index(drop=True) elif scenario_key == "RT_7": idx = pick_order(2) if idx: orders.loc[idx[:1], "ServiceTime"] = orders.loc[idx[:1], "ServiceTime"] + 35 orders.loc[idx[1:], "TimeWindowStart1"] = orders.loc[idx[1:], "TimeWindowStart1"] + pd.to_timedelta(30, unit="m") orders.loc[idx[1:], "TimeWindowEnd1"] = orders.loc[idx[1:], "TimeWindowEnd1"] + pd.to_timedelta(30, unit="m") ridx = pick_route(1) if ridx: routes.loc[ridx, "EarliestStartTime"] = routes.loc[ridx, "EarliestStartTime"] + pd.to_timedelta(45, unit="m") elif scenario_key == "GB_1": override_weights = {"travel": 2.2, "rating": 0.1, "sla": 0.35, "overtime": 0.25, "skill": 0.6, "priority": 0.15} elif scenario_key == "GB_2": override_weights = {"travel": 0.45, "rating": 2.2, "sla": 0.5, "overtime": 0.35, "skill": 0.9, "priority": 0.25} elif scenario_key == "GB_3": override_weights = {"travel": 0.5, "rating": 0.6, "sla": 0.7, "overtime": 0.45, "skill": 2.6, "priority": 0.35} elif scenario_key == "GB_4": override_weights = {"travel": 0.35, "rating": 0.35, "sla": 2.8, "overtime": 0.9, "skill": 1.0, "priority": 0.75} elif scenario_key == "GB_5": override_weights = {"travel": 0.45, "rating": 0.35, "sla": 1.1, "overtime": 3.0, "skill": 0.9, "priority": 0.4} elif scenario_key == "GB_6": override_weights = None return orders.reset_index(drop=True), routes.reset_index(drop=True), override_weights def map_catalog_to_requirements() -> pd.DataFrame: rows = [] requirement_text = { "EAS_1": "Jobs starting earlier or later than planned", "EAS_2": "Jobs finishing earlier or later", "EAS_3": "Technicians skipping scheduled job order", "EAS_4": "Automatically re-optimize downstream activities", "RT_1": "New or urgent activities", "RT_2": "Cancellations", "RT_3": "Duration changes / activity shortened or lengthened", "RT_4": "Technician availability or shift changes", "RT_5": "Location hours changes", "RT_6": "Technician calls in sick", "RT_7": "All EAS scenarios included in real-time flow", "GB_1": "Minimize travel time", "GB_2": "Prefer higher-rated technicians", "GB_3": "Prefer specialized technicians", "GB_4": "Maximize on-time completion / SLA adherence", "GB_5": "Reduce overtime", "GB_6": "Customer-defined soft-constraint weights", "BASE": "Baseline impacted subset solve", } for key, label, area in DEFAULT_SCENARIOS: rows.append( { "Scenario": key, "ScenarioLabel": label, "Area": area, "Requirement": requirement_text.get(key, label), "Status": "Implemented in interactive scenario engine", } ) return pd.DataFrame(rows) def run_all_scenarios( inputs: Dict[str, pd.DataFrame], max_orders: int, max_routes: int, depot_focus: Optional[str], random_seed: int, speed_kmph: float, fast_mode: bool, sample_by_priority: bool, use_agents: bool, use_two_opt: bool, strict_skill_bias: bool, progress_cb: Optional[Callable[[int, int, str], None]] = None, ) -> Dict[str, Any]: intake = IntakeAgent(inputs) subset_orders, subset_routes = build_impacted_subset( orders=inputs["orders"], routes=inputs["routes"], depots=inputs["depots"], max_orders=max_orders, max_routes=max_routes, depot_focus=depot_focus, random_seed=random_seed, sample_by_priority=sample_by_priority, ) policy = PolicyAgent(inputs["goal_profiles"], strict_skill_bias=strict_skill_bias) optimizer = AssignmentAgent(inputs["depots"], speed_kmph=speed_kmph, use_two_opt=use_two_opt) scenario_agent = ScenarioAgent(random_seed=random_seed) explainer = ExplainAgent() summaries = [] all_orders = [] all_routes = [] all_stops = [] all_actions = [] all_timings = [] catalog = DEFAULT_SCENARIOS total = len(catalog) for idx, (scenario_key, scenario_label, area) in enumerate(catalog, start=1): if progress_cb: progress_cb(idx, total, f"{scenario_key} — {scenario_label}") start = time.perf_counter() scenario_orders, scenario_routes, override_weights = scenario_agent.apply(scenario_key, subset_orders, subset_routes) result = optimizer.assign_and_sequence( orders_df=scenario_orders, routes_df=scenario_routes, policy_agent=policy, scenario_name=scenario_key, area=area, override_weights=override_weights, ) runtime_s = time.perf_counter() - start summaries.append(result["scenario_summary"]) all_orders.append(result["orders"]) all_routes.append(result["routes"]) all_stops.append(result["stops"]) all_timings.append( pd.DataFrame( [ { "Scenario": scenario_key, "ScenarioLabel": scenario_label, "Area": area, "RuntimeSeconds": runtime_s, } ] ) ) for action in explainer.actions_for(scenario_key): all_actions.append( { "Scenario": scenario_key, "ScenarioLabel": scenario_label, "Area": area, "Action": action, } ) scenario_summary = pd.concat(summaries, ignore_index=True) route_output_all = pd.concat(all_routes, ignore_index=True) if all_routes else pd.DataFrame() stop_output_all = pd.concat(all_stops, ignore_index=True) if all_stops else pd.DataFrame() order_output_all = pd.concat(all_orders, ignore_index=True) if all_orders else pd.DataFrame() scenario_actions = pd.DataFrame(all_actions) scenario_timings = pd.concat(all_timings, ignore_index=True) requirement_checklist = map_catalog_to_requirements() run_meta = { "subset_orders": int(len(subset_orders)), "subset_routes": int(len(subset_routes)), "full_orders": int(len(inputs["orders"])), "full_routes": int(len(inputs["routes"])), "depot_focus": depot_focus or (subset_routes["StartDepotName"].astype(str).value_counts().index[0] if not subset_routes.empty else None), "fast_mode": fast_mode, "random_seed": int(random_seed), "speed_kmph": float(speed_kmph), "use_agents": bool(use_agents), "use_two_opt": bool(use_two_opt), "strict_skill_bias": bool(strict_skill_bias), "intake_summary": intake.summarize(), } return { "scenario_summary": scenario_summary, "route_output_all": route_output_all, "stop_output_all": stop_output_all, "order_output_all": order_output_all, "scenario_actions": scenario_actions, "scenario_timings": scenario_timings, "requirement_checklist": requirement_checklist, "run_meta": run_meta, } def build_download_bundle(bundle: Dict[str, Any]) -> bytes: output = BytesIO() with pd.ExcelWriter(output, engine="openpyxl") as writer: bundle["scenario_summary"].to_excel(writer, sheet_name="Scenario_Summary", index=False) bundle["scenario_actions"].to_excel(writer, sheet_name="Scenario_Actions", index=False) bundle["requirement_checklist"].to_excel(writer, sheet_name="Requirement_Checklist", index=False) bundle["scenario_timings"].to_excel(writer, sheet_name="Scenario_Timings", index=False) bundle["route_output_all"].to_excel(writer, sheet_name="Route_Output_All", index=False) bundle["stop_output_all"].to_excel(writer, sheet_name="Stop_Output_All", index=False) bundle["order_output_all"].to_excel(writer, sheet_name="Order_Output_All", index=False) pd.DataFrame([bundle["run_meta"]]).to_excel(writer, sheet_name="Run_Meta", index=False) return output.getvalue() def render_route_map( stops_df: pd.DataFrame, depots_df: pd.DataFrame, scenario_name: str, route_name: Optional[str] = None, ) -> folium.Map: def _empty_map(message: str) -> folium.Map: depots_ok = pd.DataFrame() if depots_df is not None and not depots_df.empty and {"Latitude", "Longitude"}.issubset(depots_df.columns): depots_ok = depots_df.loc[depots_df["Latitude"].notna() & depots_df["Longitude"].notna()].copy() if not depots_ok.empty: center_lat = float(depots_ok["Latitude"].mean()) center_lon = float(depots_ok["Longitude"].mean()) else: center_lat, center_lon = 32.85, -96.8 fmap = folium.Map(location=[center_lat, center_lon], zoom_start=10, tiles="CartoDB positron") folium.Marker([center_lat, center_lon], tooltip=message).add_to(fmap) for _, depot in depots_ok.iterrows(): folium.Marker( [float(depot["Latitude"]), float(depot["Longitude"])], tooltip=str(depot.get("Name", "Depot")), icon=folium.Icon(color="black", icon="home"), ).add_to(fmap) return fmap if stops_df is None or not isinstance(stops_df, pd.DataFrame) or stops_df.empty: return _empty_map("No stops for selection") sdf = stops_df.copy() if "Scenario" in sdf.columns: sdf = sdf.loc[sdf["Scenario"].astype(str) == str(scenario_name)].copy() if route_name and route_name != "All routes" and "RouteName" in sdf.columns: sdf = sdf.loc[sdf["RouteName"].astype(str) == str(route_name)].copy() if sdf.empty or "Latitude" not in sdf.columns or "Longitude" not in sdf.columns: return _empty_map("No stops for selection") sdf = sdf.loc[sdf["Latitude"].notna() & sdf["Longitude"].notna()].copy() if sdf.empty: return _empty_map("No stops for selection") if "RouteName" not in sdf.columns: sdf["RouteName"] = "Route" if "Sequence" not in sdf.columns: sdf["Sequence"] = range(1, len(sdf) + 1) center_lat = float(sdf["Latitude"].mean()) center_lon = float(sdf["Longitude"].mean()) fmap = folium.Map(location=[center_lat, center_lon], zoom_start=10, tiles="CartoDB positron") palette = [ "#1f77b4", "#ff7f0e", "#2ca02c", "#d62728", "#9467bd", "#8c564b", "#e377c2", "#7f7f7f", "#bcbd22", "#17becf", ] for i, (rname, group) in enumerate(sdf.groupby("RouteName", sort=True)): color = palette[i % len(palette)] ordered = group.sort_values("Sequence") coords = ordered[["Latitude", "Longitude"]].astype(float).values.tolist() if len(coords) >= 2: folium.PolyLine(coords, color=color, weight=4, opacity=0.9, tooltip=str(rname)).add_to(fmap) for _, row in ordered.iterrows(): label = row.get("OrderName", row.get("OrderId", "Stop")) late_minutes = row.get("LateMinutes", 0) try: late_minutes = float(late_minutes) except Exception: late_minutes = 0.0 popup = folium.Popup( f"{label}
" f"Route: {row.get('RouteName', '')}
" f"Seq: {row.get('Sequence', '')}
" f"Late min: {late_minutes:.1f}", max_width=300, ) folium.CircleMarker( [float(row["Latitude"]), float(row["Longitude"])], radius=5, color=color, fill=True, fill_opacity=0.95, popup=popup, tooltip=str(label), ).add_to(fmap) if depots_df is not None and not depots_df.empty and {"Latitude", "Longitude"}.issubset(depots_df.columns): depots_ok = depots_df.loc[depots_df["Latitude"].notna() & depots_df["Longitude"].notna()].copy() for _, depot in depots_ok.iterrows(): folium.Marker( [float(depot["Latitude"]), float(depot["Longitude"])] , tooltip=str(depot.get("Name", "Depot")), icon=folium.Icon(color="black", icon="home"), ).add_to(fmap) return fmap